INSAX
Price
$24.04
Change
+$0.09 (+0.38%)
Updated
Jul 25 closing price
Net Assets
17.06M
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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INSAX vs PMBPX

Header iconINSAX vs PMBPX Comparison
Open Charts INSAX vs PMBPXBanner chart's image
Catalyst Insider Buying A
Price$24.04
Change+$0.09 (+0.38%)
VolumeN/A
Net Assets17.06M
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
INSAX vs PMBPX Comparison Chart in %
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INSAX vs. PMBPX commentary
Jul 27, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is INSAX is a Buy and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. INSAX (17.1M). PMBPX pays higher dividends than INSAX: PMBPX (0.01) vs INSAX (0.00). INSAX was incepted earlier than PMBPX: INSAX (14 years) vs PMBPX (25 years). INSAX (2.24) is less costly to investors than PMBPX (0.83). INSAX is a more actively managed with annual turnover of: 183.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than INSAX: PMBPX (0) vs INSAX (2500). INSAX annual gain was more profitable for investors over the last year : 19.84 vs. PMBPX (13.61). PMBPX return over 5 years is better than : 56.25 vs. INSAX (24.62).
INSAXPMBPXINSAX / PMBPX
Total Expense Ratio1.530.83184%
Annual Report Gross Expense Ratio2.240.83270%
Fund Existence14 years25 years-
Gain YTD14.9148.606173%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets17.1M33.2B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year19.8413.61146%
Returns for 3 years94.6649.38192%
Returns for 5 years24.6256.2544%
Returns for 10 years58.26107.2754%
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